Role overview

Senior Director, Advisory Services
Hybrid | Toronto, ON
Overview

We are working with one of Canada's most established and respected member-based organizations — a true leader of leaders within the non-profit and professional association space.
This organization operates at the intersection of advocacy, member services, insurance, financial planning, and strategic leadership, supporting a highly sophisticated professional membership base with complex financial and insurance needs.
This is not a traditional corporate insurance leadership role. Success here requires someone who understands how to operate within a board-led, member-driven organization, where leadership means balancing commercial growth, stakeholder management, governance, and member trust.
The ideal candidate will bring a strong blend of private sector performance and public/non-profit leadership experience, with the ability to navigate both strategic growth and organizational complexity.

The Role
The Senior Director, Advisory Services will lead the strategy, growth, and operational execution of the advisory and insurance services division across Ontario and Atlantic Canada.
This role is responsible for driving sales performance, business development, member engagement, advisor leadership, and strategic partnerships while ensuring strong governance, compliance, and a differentiated member experience.
The focus is on building scalable growth while maintaining the credibility and trust expected within a professional association environment.

Key Responsibilities Sales Strategy & Business Development

Develop and execute annual sales strategies, business plans, and revenue targets across advisory services
Analyze sales performance, premium trends, revenue growth, and advisor productivity using data and reporting insights
Lead business development initiatives across insurance, retirement, investment, and pension solutions
Drive member engagement strategies to improve product penetration and long-term retention
Identify and build new internal and external partnerships that support strategic growth

Leadership & Advisory Oversight

Lead, coach, and develop advisory leadership teams and advisors across multiple product lines
Provide in-field sales support, mentorship, and strategic guidance
Oversee hiring, performance management, coaching, and advisor development
Build training frameworks around advanced insurance planning, retirement strategies, and financial advisory best practices
Support advisor contracting, licensing, compliance, and continuing education requirements

Operations, Governance & Compliance

Oversee advisory operations, compliance standards, reporting accuracy, and process consistency
Manage KPIs, advisor NPS, and operational efficiency improvements
Ensure adherence to regulatory requirements, licensing obligations, and internal governance expectations
Work closely with senior leadership, internal stakeholders, and board-facing teams to support strategic decision-making
Manage escalations, member concerns, and opportunities for service improvement

What We're Looking For

University degree in Business, Commerce, Marketing, or related field
Strong executive-level experience in:
Insurance
Investments
Retirement Planning
Pension Strategy
Financial Planning
Estate and Insurance Planning
Deep understanding of advisory sales, insurance operations, and member/client strategy
Experience leading within a board-run, governance-heavy organization
Strong people leadership and executive communication skills
Ability to operate effectively across both strategic planning and day-to-day operational leadership

Licensing & Designations

Active LLQP required
CFP and/or CLU strongly preferred
Strong understanding of incorporated professionals and advanced planning strategies is highly valued

Ideal Background
This role is particularly well suited for someone with a blend of:

Private sector insurance / financial leadership
Public sector or non-profit executive experience
Professional association leadership
Board-facing stakeholder management experience

Someone who understands both commercial accountability and governance-driven leadership will be strongest here.

Compensation & Structure

Salary range: $145000 - $148,000+
Bonus program
Pension plan
Comprehensive benefits package
Hybrid work environment (Toronto office presence required)
Strong executive visibility and long-term leadership opportunity

Fit
This role is ideal for someone who wants to lead inside an organization where trust, governance, and strategic influence matter as much as revenue growth.
This is a high-visibility leadership role for someone who understands how to drive results inside a sophisticated, board-led environment.